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No-code tools like Airtable are the SAS category most disrupted by AI, because with Claude and other agents you no longer have to learn a tool's own language — you just tell the AI what to build, which removes the learning curve those products depended on.

David Friedberg and Sacks argue that no-code application software — Airtable, Retool, and similar 'alternative programming languages' — is the single most disrupted slice of SAS, because AI agents now let anyone build a dashboard or app by describing it in plain language, eliminating a learning curve that was the entire reason these tools existed. ✦ AI generated

David Friedberg · All-In Podcast · 2026-08-08 · original ↗

starts at this moment · 59:00

No code has to be the most impacted the most disrupted area of SAS right now because what is claude code really good at? That's the ultimate no-code... with Airtable or Retool things like this, it's true you didn't need to be a coder to use them but you had to learn how to use Airtable you had to learn how to use Retool all these was kind of these alternative programming languages in a way and you just don't need to learn any of that anymore I mean you use Claude and you just tell it what you want it to create and so if you want to create some sort of new dashboard... you just tell Claude what you want. You don't have this learning curve. Look, all of SAS is being impacted right now, but this has got to be the most impacted area.

verbatim transcript · starts at 59:00

Transcript · around this moment

58:50people. When do you use it? >> It had a cult following. It had a cult following but but it never it never achieved that sort of level of acceptance. It was never self-explanatory in terms of why you should use it, what the use cases are, they never were able to kind of get the marketing right because of that. >> And to be honest, if you look at claude

59:08co-work agents, those things are now doing what air tableable did. So >> it never carved out, I think, a niche where it was super clear when you were always supposed to use error table and and really it was part of this hodgepodge of of this grab bag you should you could say of no code tools. This is the category it was put in and no code has to be the most impacted the

59:31most disrupted area of SAS right now because I mean what is clawed code really good at? I mean that's the ultimate no lovable claw code perplexing. The thing with yeah the thing with air tableable or retool things like this is it's true you didn't need to be a coder to use them but you had to learn how to use air tableable you had to learn how to use retool all

59:51these it was kind of these you know alternative programming languages in a way and you just don't need to learn any of that anymore I mean you use claude and you just tell it what you want it to create and so you know if you do want to create a some sort of new dashboard some sort of I don't know like a verbal spreadsheet or whatever you just tell

60:09Claude what you want. You don't have this learning curve. Look, all of SAS is being impacted right now, but this has got to be the most impacted area. So, I don't know that you can totally extrapolate based on what's happening to Air Table. I don't necessarily think that you want to replace your CRM, your ERP, your HR system with something that's been vioded. You want the certainty, you know, for anything that

60:31involves compliance. I got I got to be honest. My team Sachs made I don't do you use like a portfolio uh offthe-shelf SAS tool for managing crafts like um uh portfolios and everything. >> Well, we we vibe coded something actually. >> So yeah, we just did the same too. So my team just built something that is so mind-blowing that to buy it with off-the-shelf software would have been a

60:55quart million dollars in software and like a million dollars in integration over two or three years. and we built it in a month and and now we have complete insight into the whole portfolio, the competitive set, the founders, everything going on. >> Keep in mind that one of the reasons why Leopold got blown out, okay? I mean, is because he bet on the SAS apocalypse. Remember, it wasn't just that he was

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